How to Set Up Birthday Reminders
Birthday reminders will automatically remind you of your Primary Relationships’ birthdays as well as Spouses’ birthdays. To set them up:
- Access Settings by clicking on your name or the cog wheel icon on the top right-hand corner of every page.
- Make sure the box next to Birthday Reminders is checked.
- Choose Groups by clicking the relationship types for which you want reminders (A+, A, B, C).
- Scroll to the bottom of the page and click Save.
How to Set Up Purchase Anniversary Reminders
Purchase anniversary dates are recorded when you enter a closed transaction in the My Business area of Referral Maker. To set up reminders:
- Access Settings by clicking on your name or the Cog Wheel icon on the top right-hand corner of every page.
- Make sure the box next to Property Purchase Anniversaries is checked.
- Scroll to the bottom of the page and click Save.